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Our Mission
VitaVie Financial Planning facilitates the ability of expectant parents and growing families to plan for and create the life they want to live, free from anxiety about money.
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Services we do NOT provide
Since the field of Financial Planning has a variety of types of professionals, we have found it is helpful to outline specifically what we do NOT do as part of our process.
- We do not judge where you have been or what decisions you have made in the past. We focus on the future and what you want out of your life. We create a plan and provide the accountability you need to reach those goals.
- We do not tell you what you can and cannot purchase. You are in charge of your spending decisions, and we provide a framework for you to make those decisions in line with your personal goals.
- We do not manage portfolios.
- We do not provide specific individual investment recommendations.
- We do not prepare tax returns or provide tax code interpretation. We give overall tax strategy and related advice which should be discussed in detail with your CPA or Tax Advisor.
- We do not write wills, prepare trust documents, or draw up Powers of Attorney documents. Please consult an estate planning attorney to have these documents prepared.
We would be delighted to provide referrals if our services do not match your current needs. Just ask! Or for more resources click here.
